Pacific Funds Portfolio Fund Quote
| POEAX Fund | USD 14.11 0.09 0.64% |
Performance7 of 100
| Odds Of DistressLess than 19
|
Pacific Funds is trading at 14.11 as of the 30th of January 2025; that is 0.64% up since the beginning of the trading day. The fund's open price was 14.02. Pacific Funds has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 12th of March 2023 and ending today, the 30th of January 2025. Click here to learn more.
The fund is a fund of funds that seeks to achieve its investment goal by investing in a combination of underlying funds. The funds exposure to the debt is expected to be within 0-15 the funds exposure to the equity is expected to be within 85-100. It may invest a significant portion of its assets in any single underlying fund. More on Pacific Funds Portfolio
Moving together with Pacific Mutual Fund
Pacific Mutual Fund Highlights
| Fund Concentration | Pacific Funds Series Trust Funds, Large Blend Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, Pacific Funds Series Trust (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
Pacific Funds Portfolio [POEAX] is traded in USA and was established 30th of January 2025. Pacific Funds is listed under Pacific Funds Series Trust category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of Pacific Funds Series Trust family. This fund at this time has accumulated 264.95 M in assets with no minimum investment requirementsPacific Funds Portfolio is currently producing year-to-date (YTD) return of 4.11% with the current yeild of 0.02%, while the total return for the last 3 years was 6.48%.
Check Pacific Funds Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Pacific Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Pacific Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pacific Funds Portfolio Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Pacific Funds Portfolio Risk Profiles
| Mean Deviation | 0.5416 | |||
| Semi Deviation | 0.7764 | |||
| Standard Deviation | 0.7611 | |||
| Variance | 0.5793 |
Pacific Funds Against Markets
Other Information on Investing in Pacific Mutual Fund
Pacific Funds financial ratios help investors to determine whether Pacific Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pacific with respect to the benefits of owning Pacific Funds security.
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